2018 FOX Wealth Advisor Forum Insights & Takeaways
Overview
This year’s FOX Wealth Advisor Forum focused on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. The forum offered methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, intense competition for talent, needed adaptations in the workplace for Millennials, and disruptions in family businesses.
The Forum also offered multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue, and a session on professional skill development.